+390.9%
GS vs OPEN
-87.0%
+477.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | +1.2% |
| 7D | -3.2% | -22.2% | +19.0% | -1.7% |
| 30D | -2.4% | -38.3% | +35.9% | +0.6% |
| 3M | -15.7% | -59.4% | +43.6% | -10.7% |
| 6M | -6.8% | -74.4% | +67.6% | +1.6% |
| YTD | -0.1% | -76.0% | +75.9% | +8.8% |
| 1Y | +12.1% | -78.7% | +90.8% | +22.5% |
| 3Y | +185.8% | -30.0% | +215.8% | +159.9% |
| 5Y | +140.1% | -93.7% | +233.8% | +134.5% |
| All | +390.9% | -87.0% | +477.9% | +347.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling